#532 Quick Tip: The pipeline I used to become the no.1
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#532 Quick Tip: The pipeline I used to become the no.1
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In this episode, Sally explores how to use pipelines and lead scoring inside OmniSam to manage leads, stay organized, and improve conversions. Sally explains how the default Lead-to-Sales pipeline works, how to move leads through stages effectively, and how to use the ATC (Attempt to Contact) system with strong "speed to lead" follow-up practices. The episode also covers building custom pipelines to match your workflow, setting up simple engagement scoring (starting with one point per action), and using scores to prioritize your hottest prospects first. The key takeaway is to check your pipeline daily, keep leads moving, focus on highly engaged contacts, and turn on lead scoring so you can spend your time where it matters most.
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